www.idbifortis.com IDBI Fortis Insurance Company Ltd Delhi : Bancassurance Trainer

[Rajkumargautam]

IDBI Fortis Insurance Company Ltd Delhi, Delhi/NCR : Bancassurance Trainer-North

Designation: Bancassurance Trainer-North
Experience: 3 - 7 Years
Location: Delhi, Delhi/NCR

Job Description:
Training Logistics Planning:
- Aid the Training Manager in creation of a training calendar.
- Liaise with the Sales Teams to get nominations for the programs.
- Ensure provision of relevant training materials.
- Ensure Training Delivery takes place as planned in the training calendar.

2. Training Delivery:
- Playing the role of an effective classroom trainer with high energy and good preparation.
- Adaptation of the Training style as per the requirements of the participants
- Achieve the budgeted training man days and joint calls.
- Deliver a cross range of training programs on Knowledge and Skills.
- Roll out key training programs critical to the partner Banks.

3. Enhance Training Effectiveness:
- Collecting feedback received from Trainings and forwarding it to the HO Team.
- Maintaining MIS for trainings conducted.
- Identifying needs and helping in developing relevant training modules to ensure effectiveness.

4. Be a change agent:
- Initiate a positive and healthy culture change in the organization to ensure that trainees look forward to attending training sessions.

Desired Candidate Profile:
Candidate should have atleast 2yrs experience in Training-vertical. Stable Life Insurance experience would be prefered.
This profile will comprise basically training of Sales people of Bancassurance Channel.

Company Profile:
IDBI Fortis Life Insurance Co Ltd, is a joint venture between three leading financial conglomerates – India's premier development and commercial bank, IDBI, India's leading private sector bank, Federal Bank and Europe's premier Banc assurer, Fortis, each of which enjoys a significant status in their respective business segments.

Address:
IDBI Fortis Insurance Company Ltd
IDBI Fortis Life Insurance Co. Ltd.
MUMBAI,Maharashtra,India 400013

Email Address: hiring@idbifortis.com
Website: www.idbifortis.com

Keywords: soft skill & Sales Training

[Guest Poster]

Hi,

I was working as a Training Manager with Birla Sun Life Insurance Co. Ltd. at Aurangabad (Maharashtra). The job profile included handling cluster of five branches and providing product and sales training to advisors, mentors, AMs, BDMs including IRDA refreshers and product launches, recruitment and Seliing skills sessions.

Also I had worked for Tata AIG Life as a Branch Trainer and with Amsure Insurance Agency handling Central Maharashtra Territory.

I have completed my graduation in Mechanical Engineering and Masters in Business Administration with specialization in Computer Maagement from University of Pune.

Presently I am pursuing Licentiate in Life branch from Insurance Institute of India.

Kindly consider my profile for above mentioned vacancy.

Anand Mahindrakar
9922449497
9226104898
anand.mahindrakar AT rediffmail.com
anandmahindrakar AT gmail.com

[Aditya.Mishra]

ADITYA RANJAN MISHRA
H. NO- 35/Z/4A Rampur garden Bareilly (U.P)

Tel – 09759500222
E-mail: aditya.mishra AT mnylindia.com
aditya_misra2681 AT rediffmail.com

TARGET JOB
Industry: Service Sector, Retailing and Financial Services.

Description of my perfect job:
- An organization that provides ongoing personal development. It is important to have a stimulating workplace, and to keep progressing as an organization.
- Pay for Performance: I know that my earnings are based on my skills, productivity, and my individual and team contribution to the company.
- Challenging and Competitive environment. Provides great learning opportunities. Allows me to work with a great variety of people and to increase knowledge via training, teaching and other methods.

CAREER PATH
Currently working with Max New York Life Insurance Co. Ltd
- Working in the above organization since 07th December 2006 (Bancassurance with Yes Bank Ltd)
- Join as Relationship Associate (RA)
- Working as Associate Sales Manager (ASM)

Roles & Responsibilities:
- To Lead the Team of CSP’s of Yes Bank Ltd.(Client Sales Partner)& to attain maximum Insurance business from them.
- To train them about every policy of the company and to get their business converted as early as possible

Fully Responsible for complete Sales Process i.e. from the time of login till its conversion

Key Awards & Achievement:
- Got promotion in just one year(from Relationship Associate to Associate Sales Manager).
- Have been awarded in every quarter continuously from jan07 to dec07
Premium Winner Award Jan07 – Mar07 1157789 (Rated Premium)
Premium Winner Award Jul07 - Sep07 1738499 (Rated Premium)
Premium Winner Award Oct07 - Dec07 1973306 (Rated Premium)
Sales Winner Award Jan08 - Mar08 2140000 (Rated Premium)
Sales Specialist Award July09 - July09 228000 (Rated Premium)
- Have been awarded with Premium Major Exemplar award as an Annual Achievement (Jan07 to Dec07)
- Have been Qualified for Bangkok Trip.

Previous Job
Hutchisson Essar South Ltd.
- Worked as Prepaid Direct Sales Executive. (May05 to March06)
- Promoted on Company Payrol as Corporate Sales Executive. (March06 to Dec06)
- Responsible for Gaining Corporate Connections from Companies & Industries.
- Understanding customers needs and service them.

Competent Share Brokers, Bareilly
- Worked as a Trading Operator. (Jan04 to April05)
- Responsible for Trading in accounts of the Customers Online.
- Also Responsible for giving suggestions about the share market .
- Achieve the given sales targets.

Educational Qualification:-
Pursuing MBA from Symbiosis Institute , Pune.
Bachelors in Law from Bareilly College, Bareilly (2006)
Bachelors in Commerce from Bareilly College, Bareilly (2003)
Intermediate from U.P Board with (PCM) Group.
High School from U.P Board.

KEY SKILLS
Team Work: Ability to work in a team. Participated in many group assignments in college either for academic or extra curricular activities. Successfully organized team activities in achieving desired goals.
Adaptability / Communication: Ability to work in environment with both rationality and responsibility. Can easily adjust to new surroundings and am able to establish communication with others with ease and comfort.

PERSONAL INFORMATION
Date of Birth : 01 Jan 1983
Sex : Male
Marital Status : Single
Languages Known : English, Hindi


(ADITYA RANJAN MISHRA

[poojalic]

You may want to get Insurance cover if you know that you are the only source of income for your family. There could be several reasons for you to get a life Insurance cover. Your loan/ mortgage payments, your wife/ spouse and children’s, your business, etc these are some reasons why people opt for life insurance. Unless you have a valid reason to insure your life, don't do so.

[Guest]

VIBHA SHARMA
vibha.sharma AT rediffmail.com
________________________________________
Seeking Middle Level Assignments In Client Relation / Administration / Operations With The Organisation Of Repute
________________________________________
Apercu
________________________________________
Key Expertise
Operations ~ Client Opportunities ~ Lead Generation ~ Development Teams ~ Strong Communication ~ Excellent Relationship Management
________________________________________
Core Competencies
________________________________________
- Customer service
- Depository operations
- A/C opening & KYC Competencies
- Risk Management
Expertise in Equity, Commodity and Depository Operations
Cross selling of third party products.
- Activation of Trading Account
________________________________________
Cross Sell & Trading Account
________________________________________
- Answerable to achieve high volume turnover & exceed business targets for new customers acquisition and brokerage income.
- Responsible to manage transactions & clients
- Conscientious to handle the dealing terminal for the execution of orders placed on behalf of clients
- Worked in ODIN, NEST and POWER and FAST TRADE SOFTWARE.
Accountable to Revenue Generation through brokerage income
________________________________________ Depository Operations
________________________________________
Account Opening and KYC competence
Processing of DRF, DIS, Pledge and Unpledged request
- Handling queries and requests of Client regarding all processes
- Cross sale of TPD product from Existing Customer
- Collection of Margin requirement and CMS handling.
- Push to Trade & Activate account to Inactive client
- Activation of New account through Welcome calling
- Sell Advance Brokerage plan to walking client
- Co-ordinate with sales team
________________________________________ Client Servicing
________________________________________

- Mapping client’s requirements and coordinating implementing processes in line with the guidelines specified
- Identifying improvement areas & implementing measures Staying in continuous touch with On- line Off-line Clients to device and implement Process Improvement to maximize customer satisfaction levels.
- Addressing the problem and provide best resolution Client calls and Denial Dispute call
________________________________________ Service Excellence Management
________________________________________
- Analyzing MIS reports & other statements with a view to upgrade process operations rendering and achieving quality service
- Push to Trade & Activate account to Inactive client
- Activation of New account through Welcome calling
________________________________________
Employment Recital
________________________________________
Jul’10-Till Date M/S Reliance Money
Designation Relationship Manager - Reliance Money
Industry Financial Sector
Location Delhi
Salary CTC Rs. 2.3 Lakhs
________________________________________
Major Achievements/ Awards/Recognitions
________________________________________
- Achieved KPI (KEY PERFORMANCE INDEX) with rank 4 (a very good performer) in last appraisal
- Awarded an incentive of 30% of CTC for excelling in quarterly targets during last appraisal of March 2011
- Recognised by team for exploring market opportunities in acquiring HNI (high network clients)
- Was recognised twice for achieving third highest turnover in pan-India level within company
________________________________________
Past Employers
________________________________________
Dec’09-Jun’10 M/S Religare Securities
Designation Dealer, Executive - Equity, Religare
Industry Financial Sector
Jul’07-Oct’09 M/S Reliance Money
Designation Dealer, Reliance Money
Industry Financial Sector
Aug’06-Mar’07 M/S Kotak Securities
Designation Tele Marketing Executive, Kotak Securities
Industry Financial Sector
________________________________________
Academic Credentials
________________________________________
2011 PURSUING MBA (FINANCE) FROM PUNE SYMBIOSIS, SEMESTER 4rth
2007 BA (HONS.) ENGLISH FROM DELHI UNIVERSITY
2004 Senior Secondary, C.B.S.E with P.C.M &COMPUTERS
2002 Higher Secondary, C.B.S.E

PROFFESSINAL TRAINING ATTENDED AND CERTIFICATION
Certified in National Stock Exchange Examination (NCFM) in CAPITAL MARKET (Dealers Module) and DERIVATIVES (Dealers Module)
Certified for National Stock Exchange Examination (NCFM) in DEPOSITORY OPERATIONS

Training Details : Basics of financial markets
Objectives : Over view of investments
Duration : Two days
Topic : Debt Market, Money Market, Forex, Derivatives

________________________________________
Computer Awareness
________________________________________
Windows Environment & Internet
Ms-Word, Ms-Excel
________________________________________

[Guest]

I HAVE 3 YEAR EXPERIENCE IN LIFE AND GENERAL INSURANCE ALSO 1 YEAR IN TPA AS MEDICAL OFFICER. I AM INTERESTED IN BANKASSURANCE JOB.